AFVLX vs. SOPAX
Compare and contrast key facts about Applied Finance Select Fund (AFVLX) and ClearBridge Dividend Strategy Fund (SOPAX).
AFVLX is managed by Applied Finance Advisors. It was launched on Feb 1, 2017. SOPAX is managed by Franklin Templeton. It was launched on Nov 6, 1992.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: AFVLX or SOPAX.
Correlation
The correlation between AFVLX and SOPAX is 0.90, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
AFVLX vs. SOPAX - Performance Comparison
Key characteristics
AFVLX:
-0.14
SOPAX:
0.15
AFVLX:
-0.06
SOPAX:
0.36
AFVLX:
0.99
SOPAX:
1.06
AFVLX:
-0.12
SOPAX:
0.17
AFVLX:
-0.41
SOPAX:
0.47
AFVLX:
6.13%
SOPAX:
6.50%
AFVLX:
18.45%
SOPAX:
15.57%
AFVLX:
-36.29%
SOPAX:
-52.17%
AFVLX:
-10.61%
SOPAX:
-10.57%
Returns By Period
In the year-to-date period, AFVLX achieves a -2.48% return, which is significantly lower than SOPAX's 0.22% return.
AFVLX
-2.48%
11.90%
-8.91%
-2.54%
12.25%
N/A
SOPAX
0.22%
9.30%
-8.99%
2.35%
7.63%
5.33%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
AFVLX vs. SOPAX - Expense Ratio Comparison
AFVLX has a 1.48% expense ratio, which is higher than SOPAX's 1.02% expense ratio.
Risk-Adjusted Performance
AFVLX vs. SOPAX — Risk-Adjusted Performance Rank
AFVLX
SOPAX
AFVLX vs. SOPAX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Applied Finance Select Fund (AFVLX) and ClearBridge Dividend Strategy Fund (SOPAX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Dividends
AFVLX vs. SOPAX - Dividend Comparison
AFVLX's dividend yield for the trailing twelve months is around 0.91%, less than SOPAX's 9.51% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AFVLX Applied Finance Select Fund | 0.91% | 0.88% | 0.85% | 0.11% | 0.53% | 0.68% | 0.66% | 0.58% | 0.37% | 0.00% | 0.00% | 0.00% |
SOPAX ClearBridge Dividend Strategy Fund | 9.51% | 9.54% | 7.17% | 5.68% | 9.93% | 1.76% | 7.32% | 6.56% | 7.18% | 3.03% | 1.53% | 1.62% |
Drawdowns
AFVLX vs. SOPAX - Drawdown Comparison
The maximum AFVLX drawdown since its inception was -36.29%, smaller than the maximum SOPAX drawdown of -52.17%. Use the drawdown chart below to compare losses from any high point for AFVLX and SOPAX. For additional features, visit the drawdowns tool.
Volatility
AFVLX vs. SOPAX - Volatility Comparison
Applied Finance Select Fund (AFVLX) has a higher volatility of 9.95% compared to ClearBridge Dividend Strategy Fund (SOPAX) at 7.61%. This indicates that AFVLX's price experiences larger fluctuations and is considered to be riskier than SOPAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.